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Joanna Christine Cryan Aiken

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California
Unclaimed Profile
11 FIFTH STREET, PETALUMA, CA 94952CRD# 2485909Firm CRD# 287882
01

About

Joanna Christine Cryan Aiken is a registered financial advisor based in PETALUMA, California, affiliated with ENSO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ENSO WEALTH MANAGEMENT, LLC
ENSO WEALTH MANAGEMENT, LLC
AUM
$1.8B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ENSO WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2485909
Firm CRD# 287882
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joanna Christine Cryan Aiken offer?
Joanna Christine Cryan Aiken specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Joanna Christine Cryan Aiken's credentials?
Joanna Christine Cryan Aiken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanna Christine Cryan Aiken located?
Joanna Christine Cryan Aiken is based in PETALUMA, California, working with ENSO WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Joanna Christine Cryan Aiken charge for services?
Joanna Christine Cryan Aiken's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENSO WEALTH MANAGEMENT, LLC?
ENSO WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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